We love these new content pieces and we hope you will too! When helping your clients with estate planning, choosing an executor is a tough and important decision. Send them our new video ‘Duties of an Executor’ so that they know exactly what the role entails. The ‘Common Misconceptions About Marriage Contracts’ infographic helps demystifies and disproves some of the preconceptions your clients may have about marriage contracts. Lastly, the school year is approaching fast, do you have clients who are continuing education at a professional level? Start the conversation about obtaining the right coverage with our ‘Student Disability Insurance’ infographic.
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.